Chesapeake Asset Management’s First Citizens BancShares FCNCA Stock Holding History

Chesapeake Asset Management’s Portfolio FCNCA Stock Details FCNCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3	Closed	-$5.87K	–	328
2025 Q2	$5.87K	Hold	3	–	–	0.01%	241
2025 Q1	$5.56K	Hold	3	–	–	0.01%	261
2024 Q4	$6.34K	Hold	3	–	–	0.01%	242
2024 Q3	$5.52K	Hold	3	–	–	﹤0.01%	247
2024 Q2	$5.05K	Hold	3	–	–	﹤0.01%	247
2024 Q1	$4.91K	Hold	3	–	–	﹤0.01%	244
2023 Q4	$4.26K	Hold	3	–	–	﹤0.01%	315
2023 Q3	$4.14K	Hold	3	–	–	﹤0.01%	331
2023 Q2	$3.85K	Hold	3	–	–	﹤0.01%	326
2023 Q1	$2.92K	Buy	+3	New	+$2.23K	﹤0.01%	342

Other funds holding FCNCA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Chesapeake Asset Management's FCNCA Position: Q3 2025 in Review

Chesapeake Asset Management sold out of First Citizens BancShares (FCNCA) in Q3 2025, closing a stake of 3 shares — an estimated $5.87K sold.

Chesapeake Asset Management first reported a position in FCNCA in Q1 2023 and held it in 10 quarters. The position peaked at $6.34K in Q4 2024. 622 funds tracked by Wall St. Rank hold FCNCA as of Q3 2025.

Chesapeake Asset Management reported no remaining First Citizens BancShares position as of Q3 2025 after selling out during the quarter.
Chesapeake Asset Management sold 3 First Citizens BancShares shares in Q3 2025, an estimated $5.87K.
Chesapeake Asset Management first reported a position in First Citizens BancShares in Q1 2023 and held it in 10 quarters.
Chesapeake Asset Management's First Citizens BancShares position peaked at $6.34K in Q4 2024.
622 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2025.

Based on Chesapeake Asset Management's 13F filing for Q3 2025, filed 17 Oct 2025.